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iShares Core MSCI EAFE ETF

1,070 hedge funds and large institutions have $54.9B invested in iShares Core MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 354 increasing their positions, 514 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 89

6% more capital invested

Capital invested by funds: $51.6B → $54.9B (+$3.35B)

2% more funds holding

Funds holding: 1,0441,070 (+26)

2% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $14.4M

0.97% less ownership

Funds ownership: 86.49%85.52% (-0.97%)

8% less funds holding in top 10

Funds holding in top 10: 249230 (-19)

31% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 514

Holders
1,070
Holders Change
+26
Holders Change %
+2.49%
% of All Funds
21.94%
Holding in Top 10
230
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.63%
% of All Funds
4.72%
New
125
Increased
354
Reduced
514
Closed
89
Calls
$14.8M
Puts
$14.4M
Net Calls
+$358K
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CMO
551
Covenant Multifamily Offices
Texas
$1.95M -$140K -2,592 -7%
SGAM
552
Stephens Group Asset Management
Arkansas
$1.95M +$1.8M +33,273 New
FWP
553
FAS Wealth Partners
Kansas
$1.95M -$605K -11,165 -25%
HR
554
Hayden Royal
North Carolina
$1.93M +$778K +14,363 +74%
MYIA
555
Mount Yale Investment Advisors
Colorado
$1.91M -$1.45M -26,824 -45%
CWS
556
Cypress Wealth Services
California
$1.9M -$4.06M -74,941 -69%
MSWMA
557
Market Street Wealth Management Advisors
Indiana
$1.89M -$8.83K -163 -0.5%
BWCS
558
Beirne Wealth Consulting Services
Connecticut
$1.89M -$488K -8,997 -21%
HHRDM
559
H&H Retirement Design & Management
Nevada
$1.88M +$640K +11,804 +56%
HH
560
Hilltop Holdings
Texas
$1.88M +$1.78M +32,831 New
RHBC
561
R.H. Bluestein & Co
Michigan
$1.85M +$650K +11,997 +59%
WWM
562
Western Wealth Management
Colorado
$1.84M -$58K -1,070 -3%
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$1.84M +$1.1M +20,293 +171%
CRCM
564
Corbett Road Capital Management
Virginia
$1.83M +$135K +2,487 +8%
CTC
565
Central Trust Company
Missouri
$1.83M -$348K -6,418 -17%
DWT
566
Dorsey & Whitney Trust
South Dakota
$1.82M -$133K -2,449 -7%
GAM
567
Gould Asset Management
California
$1.79M +$1.3M +23,945 +324%
CAG
568
Csenge Advisory Group
Florida
$1.79M +$475K +8,757 +39%
PSUF
569
People's United Financial
Connecticut
$1.78M -$281K -5,183 -14%
PA
570
Procyon Advisors
Connecticut
$1.78M -$106K -1,958 -6%
RWA
571
Ropes Wealth Advisors
Massachusetts
$1.78M +$157K +2,901 +10%
WQ
572
Wealth Quarterback
New Jersey
$1.78M -$807K -14,900 -32%
KCP
573
KDI Capital Partners
North Carolina
$1.78M -$270K -4,980 -14%
Deutsche Bank
574
Deutsche Bank
Germany
$1.77M -$1.05M -19,433 -39%
CA
575
Continuum Advisory
Idaho
$1.77M +$1.67M +30,860 New

IEFA Hedge Fund Activity: Q2 2020 in Review

1,070 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2020, worth a combined $54.9B — up 6.5% from $51.6B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new IEFA positions and 89 closed out — a net gain of 36 holders — while 354 added to existing stakes and 514 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $753M. The largest seller was JP Morgan Chase, cutting an estimated $1.8B.

  • 1,070 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2020, up from 1,044 in Q1 2020.
  • Funds reported $54.9B of iShares Core MSCI EAFE ETF stock for Q2 2020, up 6.5% quarter-over-quarter.
  • 125 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2020 and 89 closed out, a net change of +36 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2020 was Alaska Permanent Fund, an estimated $753M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2020 was JP Morgan Chase, an estimated $1.8B sold.

Based on aggregated 13F filings for Q2 2020.